Bookkeeping and financial strategy for small businesses in Beaver Dam and throughout Wisconsin.

Call or Text: (608) 318-3094

Bookkeeping for Neenah Small Businesses

Monthly bookkeeping and financial reporting for Neenah businesses. Tax-ready records, sales tax filing, and steady support at a flat monthly rate.

What We Do for Neenah Businesses

We handle bookkeeping and financial reporting for small businesses in Neenah and across the Fox Valley. Monthly transaction tracking, accurate financial statements, and the back-office support that keeps your business organized without adding full-time staff to payroll.

Our Neenah clients run all kinds of businesses. Downtown shops, restaurants near the riverfront, contractors working jobs across the Fox Cities. We handle everything remotely, which means no scheduling office visits or driving across town to drop off paperwork.

Monthly Bookkeeping

Transaction categorization, bank and credit card reconciliation, monthly close, P&L and balance sheet delivered every period. Your books stay current each month without you spending nights and weekends trying to figure out QuickBooks.

Catch-Up Bookkeeping

If your books are months or years behind, we start here. We organize the backlog, correct errors, and get your records current so you can move forward with numbers you actually trust.

Wisconsin Sales Tax

We handle sales tax filing with the Wisconsin Department of Revenue so you stay compliant without tracking deadlines yourself. Especially important for Neenah retailers and food businesses collecting tax on every sale.

Year-End Tax Readiness

Your books get prepared for a clean handoff to your CPA. Records are organized, categorized, and ready for filing. We coordinate directly with your tax preparer so nothing falls through the cracks between bookkeeping and tax season.

Neenah Businesses We Work With

Neenah has a tight-knit business community. The downtown district supports a growing mix of restaurants, retail stores, and professional offices, and the broader Fox Valley keeps contractors and service companies busy year-round. What these businesses share is a need for reliable financial records that actually help them make decisions.

We provide Wisconsin small business bookkeeping services for owners who have outgrown doing it themselves but aren’t ready to hire a full-time accountant. That in-between stage is exactly where Rock Steady fits.

Restaurants and Cafes

Neenah’s restaurant and bar scene continues to grow, and so do the bookkeeping demands that come with it. We handle daily sales reconciliation, tip reporting, inventory and food cost tracking, and the sales tax filings that food service businesses deal with constantly.

Retail and Boutiques

Downtown Neenah brings real foot traffic to local shops. We track inventory costs, reconcile point-of-sale systems, manage sales tax, and produce the monthly financials that help store owners understand margins and plan purchasing.

Contractors and Trades

HVAC, plumbing, electrical, remodelers, and general contractors working across the Fox Cities. We track job costs, manage progress billing, and keep the financial records that help you bid accurately on your next project.

Professional Services

Law firms, consultants, architects, and other professional offices in the Neenah area. We handle the monthly books, track billable project revenue, and manage overhead reporting so partners and owners can see where the business stands.

Common Questions

Do you work with businesses in Neenah and the Fox Valley?

Yes. We work with businesses in Neenah, across the Fox Cities, and throughout Wisconsin. Everything is handled remotely, so your location doesn't affect the quality or speed of service.

What does monthly bookkeeping cost?

Monthly bookkeeping starts at $199. Your actual price depends on your transaction volume and the complexity of your books. We provide a flat monthly quote after reviewing your situation.

How does remote bookkeeping work?

You share access to your bank feeds and upload documents to a secure portal. We handle categorization, reconciliation, and reporting from there. Communication happens through email, phone, or video whenever you need it.

Can you help if my books are months behind?

Absolutely. Most business owners who reach out to us are behind in some way. We clean up the backlog first, get everything current, and then move into regular monthly bookkeeping going forward.

Do you coordinate with my CPA at tax time?

Yes. We prepare your books so they're ready for a clean handoff to your CPA. If your CPA has questions or needs specific adjustments, we handle that communication directly.

Wisconsin's Small Business Bookkeeper

The Next Step:
A Quick Conversation

Tell us about your business. We'll talk through what you need, answer your questions, and give you a clear quote.

Small business bookkeeping firm based in Beaver Dam, Wisconsin. Bookkeeping, financial strategy, and fractional CFO services built around helping owners understand their numbers and plan ahead. Founded by Laura Prater, a QuickBooks Certified ProAdvisor with over a decade of accounting experience.

  • QuickBooks ProAdvisor Gold badge
  • Intuit Certified QuickBooks ProAdvisor Level 1 badge
  • Gusto Payroll Certification badge
  • Gusto People Advisory Certification badge
  • Float Certified badge
  • Highly Recommended on Alignable badge

© 2026 Rock Steady Bookkeeping LLC